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Inactive

Kathryn Roslyn Colon

Captrust

Port St. Lucie, FL

CRD 7331300

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Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-06
  • FL RA
    APPROVED
    Since 2024-12-06

Branch Locations

Port St. Lucie, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Sunrise FL 01/2021 05/2021
Brown & Brown Insurance Fort Lauderdale FL 11/2018 10/2020
Nfp Bethesda MD 09/2017 11/2018
Long & Foster Bethesda MD 06/2014 08/2017
Mutual Of America Boca Raton FL 05/2021 01/2023
Onedigital Investment Advisors Llc Orlando FL 01/2023 10/2024
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2024 Present
  • 01/2021 → 05/2021
    New York Life
    Sunrise, FL
  • 11/2018 → 10/2020
    Brown & Brown Insurance
    Fort Lauderdale, FL
  • 09/2017 → 11/2018
    Nfp
    Bethesda, MD
  • 06/2014 → 08/2017
    Long & Foster
    Bethesda, MD
  • 05/2021 → 01/2023
    Mutual Of America
    Boca Raton, FL
  • 01/2023 → 10/2024
    Onedigital Investment Advisors Llc
    Orlando, FL
  • 11/2024 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2023-03-22 → 2024-10-31
    Onedigital
    Orlando, FL
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-02
  • S65 Uniform Investment Adviser Law Examination
    2023-03-02
Other Names
  • Kathryn Young
  • Kathryn Colon

View on SEC IAPD

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